2014 CDBG Applicants' Workshop Documenting the National Objective

Page CDBG Applicants' Workshop Community Finance Division LMI Benefit Two Methods Direct count based on client records ▪Housing ▪Job Creation such as EIP, etc. ▪Limited Clientele for Buildings for Community Services Health Centers, Senior Centers, etc. Area Benefit ▪Public Infrastructure and other Area Benefit projects December 11-13, 2013

Page CDBG Applicants' Workshop Community Finance Division Limited Clientele Benefit (LMC) Some clientele can be assumed to be LMI ▪Only need a count of the # of people ▪Assumed LMI (Not for Area benefit) Elderly Severely Disabled Homeless Battered or Abused Men, Women or Children Migrant Workers Persons living with AIDS Illiterate December 11-13, 2013

Page CDBG Applicants' Workshop Community Finance Division Limited Clientele If clients are not assumed to be LMI (e.g., Health facility clientele, etc.) the documentation of the number of persons to benefit must include family size and income data December 11-13, 2013

Page CDBG Applicants' Workshop Community Finance Division Area Benefit ▪Water and sewer ▪Streets and drainage, etc. Count everyone in area to benefit ▪All residents on street ▪Separate areas…one very low income area can not qualify a non-low and moderate income area even if overall benefit exceeds 70% minimum December 11-13, 2013

Page CDBG Applicants' Workshop Community Finance Division Area Surveys Accurate if done properly 100% vs. Sample Survey Guidebook is available (Appendix C) Two Important Considerations ▪Who to Survey or Selecting the “Sample” ▪How to Survey or Implementation Considerations December 11-13, 2013

Page CDBG Applicants' Workshop Community Finance Division Area Surveys Prefer 100% survey for a small area Large area may require a sample survey ▪Water Storage Facility ▪Treatment Facility The goal of a sample survey is to be able to make an accurate inference about a population based on a survey of a smaller or sample group Can be accurate if done properly December 11-13, 2013

Page CDBG Applicants' Workshop Community Finance Division Area Surveys Sample Standards ▪Must be large enough based on population ▪Table 2 (Page 6 of Guide) gives required minimum sample size based on population or “universe” ▪Example: 100 to 115 households requires a sample of at least 90 households 651 to 1,200 households requires a minimum sample of 300 households December 11-13, 2013

Page CDBG Applicants' Workshop Community Finance Division Documentation of Benefit Area Surveys Must be a systematic and random selection of families to be surveyed so that each family has an equal chance of being selected Going door-to-door until you accumulate enough surveys to meet the minimum sample size is not random. Guide provides more information of random selection methods December 11-13, 2013

Page CDBG Applicants' Workshop Community Finance Division DCA Form 6 Must describe detail on how the information was determined (survey methodology) December 11-13, 2013

Page CDBG Applicants' Workshop Community Finance Division DCA Form 6 If a survey (100% or random) is used, DCA-6 must include: ▪Description of how the # of households was determined ▪Description of how sample was selected ▪Describe a random sample method (if applicable) See Appendix C for guidance ▪Description of how the survey was conducted (Who and When) ▪Provide a copy of the actual survey form ▪A table of the results is helpful Prior to funding decisions we may ask for copies of all surveys completed Must keep all information for DCA review December 11-13, 2013

Page CDBG Applicants' Workshop Community Finance Division DCA Form 6 - continued Basic data that must be included on DCA-6: ▪# of households in area ▪# of households interviewed ▪# of LMI households interviewed ▪# of people living in LMI households ▪# of above LMI households interviewed ▪# of people living in above LMI households Remember to use the LMI worksheet (Appendix C) for sample sizes of less than 100 percent. December 11-13, 2013

Page CDBG Applicants' Workshop Community Finance Division For community-wide projects: HUD Website for LMI estimates for all cities and counties. us/ga/index.cfm December 11-13, 2013

Page CDBG Applicants' Workshop Community Finance Division Questions? Mike Casper ▪(404) Pam Truitt ▪(404)